Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Clifton? Claim Your ProfileClifton Yasutomi is a financial advisor with over 15 years of experience in the financial services industry. Clifton is currently registered with Mission Financial Group, LLC. Previously, Clifton was registered with CETERA ADVISORS LLC and FIRST ALLIED SECURITIES, INC. Clifton has a wide range of experience, including financial planning, portfolio management, and retirement planning.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
NV
01/04/2021 - Present
Mission Financial Group, LLC (LAS VEGAS NV)
HI
09/09/2022 - 07/10/2023
CETERA ADVISORS LLC (AIEA HI)
HI
12/20/2010 - 09/09/2022
FIRST ALLIED SECURITIES, INC. (HONOLULU HI)
HI
03/10/2006 - 01/02/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HONOLULU HI)
BOTH
Issued 05/11/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/09/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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